Charles Ballou
Charles Ballou is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Columbus, OH, with 53 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4672 Larwell Drive, Columbus, OH, 43220
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is the principal and branch manager, as well as owner, of Ballou Family Office, dedicating about half of his time to this role. He is also the owner of Charles H Ballou CFP, spending minimal time on it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Asset Planning Management & Research INC
Raymond James Financial Services
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations23 states
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